Civic Intelligence

Swergold Family Foundation

EIN 13-3745395 • Aventura, FL

2800 ISLAND BLVD Suite 1405Aventura, FL 33160
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

866%

Higher net margin than 100% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Asset Growth

15th percentile

-9.5%

Faster asset growth than 15% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,905,153

Down $199,815 (-9.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,905,153

Down $199,815 (-9.5%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$23,064

Down $100,472 (-130%) from 2023

Expenses

Down

$176,751

Down $71,449 (-29%) from 2023

Net Income

Down

-$199,815

Down $29,023 (-17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $627,484Liabilities 2011: $02011Assets 2012: $566,544Liabilities 2012: $02012Assets 2013: $740,825Liabilities 2013: $02013Assets 2014: $657,164Liabilities 2014: $0Net Assets 2014: $657,1642014Assets 2015: $779,899Liabilities 2015: $0Net Assets 2015: $779,8992015Assets 2016: $741,818Liabilities 2016: $0Net Assets 2016: $741,8182016Assets 2017: $665,822Liabilities 2017: $0Net Assets 2017: $665,8222017Assets 2018: $484,301Liabilities 2018: $0Net Assets 2018: $484,3012018Assets 2019: $547,973Liabilities 2019: $0Net Assets 2019: $547,9732019Assets 2020: $505,495Liabilities 2020: $0Net Assets 2020: $505,4952020Assets 2021: $2,507,145Liabilities 2021: $0Net Assets 2021: $2,507,1452021Assets 2022: $2,275,760Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $2,104,968Liabilities 2023: $0Net Assets 2023: $2,104,9682023Assets 2024: $1,905,153Liabilities 2024: $0Net Assets 2024: $1,905,1532024

Highlighted filing

2024

Assets$1,905,153
Liabilities$0
Net Assets$1,905,153
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: -$35,502Expenses 2011: $35,375Net Income 2011: -$70,8772011Revenue 2012: $49,594Expenses 2012: $110,534Net Income 2012: -$60,9402012Revenue 2013: $190,506Expenses 2013: $16,225Net Income 2013: $174,2812013Revenue 2014: $5,115Expenses 2014: $88,776Net Income 2014: -$83,6612014Revenue 2015: $135,327Expenses 2015: $87,699Net Income 2015: $47,6282015Revenue 2016: $159Expenses 2016: $38,240Net Income 2016: -$38,0812016Revenue 2017: -$3,796Expenses 2017: $72,200Net Income 2017: -$75,9962017Revenue 2018: -$73,521Expenses 2018: $108,000Net Income 2018: -$181,5212018Revenue 2019: $128,672Expenses 2019: $65,000Net Income 2019: $63,6722019Revenue 2020: -$7,382Expenses 2020: $35,097Net Income 2020: -$42,4792020Revenue 2021: $2,085,250Expenses 2021: $83,600Net Income 2021: $2,001,6502021Revenue 2022: $33,320Expenses 2022: $262,912Net Income 2022: -$229,5922022Revenue 2023: $77,408Expenses 2023: $248,200Net Income 2023: -$170,7922023Revenue 2024: -$23,064Expenses 2024: $176,751Net Income 2024: -$199,8152024

Highlighted filing

2024

Revenue-$23,064
Expenses$176,751
Net Income-$199,815
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,905,153
Liabilities
$0
Net assets
$1,905,153
Revenue
-$23,064
Expenses
$176,751
Net income
-$199,815
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.02$0.18$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.08$0.25$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.28$0.00$0.00$0.03$0.26$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$2.09$0.08$2.00
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.01$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.13$0.07$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.07$0.11$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.00$0.07$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.00$0.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.14$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.01$0.09$0.08
2013Summary only. Only limited summary data is available for this year.$0.74$0.00$0.19$0.02$0.17
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.05$0.11$0.06
2011Summary only. Only limited summary data is available for this year.$0.63$0.00$0.04$0.04$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEOPOLD SWERGOLDTrustee-$0--
JANE ELLEN SWERGOLDTrustee-$0--
ERIC BENJAMIN SWERGOLDTrustee-$0--
PAMELA SWERGOLD BINDERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Swergold Family Foundation
EIN
13-3745395
In Care Of
% PHILLIPS GOLD AND COMPANY L
Phone
2127301112
Address
2800 ISLAND BLVD Suite 1405, AVENTURA, FL 33160

Signing Officer

Name
Eric Swergold
Title
Trustee
Phone
2127301112
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Phillips Gold and Company Llp
Address
1430 BROADWAY 5TH FL, NEW YORK, NY 10018
Preparer
Luciano Catanzariti
Phone
2127301112
Raw XML Appendix327 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01430 BROADWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PHILLIPS GOLD AND COMPANY LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127301112
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JDC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE JED FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SYLVESTER CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WORLD JEWISH CONGRESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4JEWISH LEARNING CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 4124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 412945
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 016960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 2003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 1338
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MERRIFIELD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0109510
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0109510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0131631
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0166915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt043700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02209
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt034934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt034934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0404396
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt059941
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0131631
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0166915
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt043700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02209
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0169451
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt059941
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0439330
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0379389
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/CategoryTxt02021 TAX PAID
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC SWERGOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127301112
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWERGOLD FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SWER
ReturnHeader/Filer/EIN0133745395
ReturnHeader/Filer/InCareOfNm0% PHILLIPS GOLD AND COMPANY L
ReturnHeader/Filer/PhoneNum02127301112
ReturnHeader/Filer/USAddress/AddressLine1Txt02800 ISLAND BLVD Suite 1405
ReturnHeader/Filer/USAddress/CityNm0AVENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033160
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILLIPS GOLD AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01430 BROADWAY 5TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127301112
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCIANO CATANZARITI
ReturnHeader/ReturnTs02025-11-06T08:44:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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